3Chopt Investment Partners’s Moody's MCO Stock Holding History

3Chopt Investment Partners’s Portfolio MCO Stock Details MCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-40	Closed	-$11.1K	–	210
2022 Q4	$11.1K	Buy	+40	New	+$10.9K	0.01%	262

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

3Chopt Investment Partners's MCO Position: Q1 2023 in Review

3Chopt Investment Partners sold out of Moody's (MCO) in Q1 2023, closing a stake of 40 shares — an estimated $11.1K sold.

3Chopt Investment Partners first reported a position in MCO in Q4 2022 and held it in 1 quarter. The position peaked at $11.1K in Q4 2022. 963 funds tracked by Wall St. Rank hold MCO as of Q1 2023.

3Chopt Investment Partners reported no remaining Moody's position as of Q1 2023 after selling out during the quarter.
3Chopt Investment Partners sold 40 Moody's shares in Q1 2023, an estimated $11.1K.
3Chopt Investment Partners first reported a position in Moody's in Q4 2022 and held it in 1 quarter.
3Chopt Investment Partners's Moody's position peaked at $11.1K in Q4 2022.
963 funds tracked by Wall St. Rank held Moody's as of Q1 2023.

Based on 3Chopt Investment Partners's 13F filing for Q1 2023, filed 23 May 2023.